Job Description

Job Description

Job Description

Credit Union seeking a Member Services Specialist in DC!

This Jobot Consulting Job is hosted by: Alicia Blake
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $20 - $22 per hour

A bit about us:

Building on a tradition of excellence we serve employees, volunteers, and the families of the Department of Interior. We provide financial wellness through our commitment to customer service and a dedication to provide world-class products and services from banking, lending, insurance, and investments.

Why join us?

Comprehensive benefits package which includes a pension plan AND 401k retirement plan with employer matching, education assistance, health, dental, vision, prescription drug, life insurance and AD&D, short- and long-term disability, PTO, discounts on loans and many free services.

Job Details

Responsible for assisting members and potential members with their financial needs (via any member channel,
i.e., phone, email, internet applications, tickets, chats), opens new accounts, takes loan applications, processes
account transactions, resolves problems, and provides assistance and information regarding products and
services. Supports Business Development by contacting members and offering Credit Union products and
services to add value to the member's overall financial experience by championing the Credit Union's mission,
vision, and core values. Assists the training department by administering the Learning Management System,
scheduling trainings, and other assigned activities. Complies with all Credit Union rules and regulations,
including BSA/AML/OFAC, and Loan and Fair Lending Policies.

What you will do:

• Assists members with financial transactions, opening and closing accounts, and applying for and

closing loans. Answers questions about products and services and resolves problems that are
within their authority to resolve.

• Assists members in person, over the phone, text,

through the internet and email, and through mail/fax.

• Identifies cross-sell opportunities and actively cross-sells products/services to members. Makes

outbound calls as needed to meet sales goals.

• Ensures appropriate records are maintained and

required reports are prepared.

• Follows all security and compliance policies and procedures.
• Actively seeks opportunities through outbound sales phone calls to enhance knowledge of

products and services as well as member needs and notify members of opportunities available to
them through the Credit Union.

• Supports the Marketing & Business Development Team events.
• Provides support to the Training department with various projects and administrative

responsibilities. Produces reports, platform administrator and schedules training

• Acts as liaison between members and various departments. Conducts thorough research to

trouble-shoot member issues and questions. Follows through on research and provides resolution
to members within company standards.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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Job Tags

Hourly pay, Temporary work, Local area,

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